
State of Distressed Debt: Axar’s Axelrod Keeping Loan-to-Own Alive
FICC Focus
00:00
Navigating Macroeconomic Challenges in Investment Strategy
This chapter provides a thorough analysis of the macroeconomic landscape, exploring the impact of interest rates, liquidity, and employment on investment strategies. The narrator emphasizes a long-term approach to investment, particularly in the single-family housing market, while addressing the challenges posed by tariffs and global supply chains. With a focus on consistent processes and patience, the chapter underlines the importance of strategic decision-making in uncertain market conditions.
Transcript
Play full episode